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EXECUTIVE WEALTH GROUP LLC: VGK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXECUTIVE WEALTH GROUP LLC on VGK, newest first. How the timeline and the estimate are built.

EXECUTIVE WEALTH GROUP LLC held 373,496 VGK shares at 2024-03-31 per its 13F-HR filed 2024-04-11.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 373,496 shares
    Change vs previous 13F +249,010 shares

    5.09% of the 13F portfolio, value $24,433,799.

    13F-HR 0001085146-24-001715 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-12-31
    13F 124,486 shares
    Change vs previous 13F -2,698 shares

    5.1% of the 13F portfolio, value $8,026,849.

    13F-HR 0001085146-24-001592 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-09-30
    13F 127,184 shares
    Change vs previous 13F +412 shares

    5.23% of the 13F portfolio, value $7,367,789.

    13F-HR 0001085146-24-001591 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-06-30
    13F 126,772 shares
    Change vs previous 13F +1,695 shares

    5.28% of the 13F portfolio, value $7,821,815.

    13F-HR 0001085146-24-001590 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-03-31
    13F 125,077 shares
    Change vs previous 13F +361 shares

    5.4% of the 13F portfolio, value $7,623,455.

    13F-HR 0001085146-24-001589 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-12-31
    13F 124,716 shares
    Change vs previous 13F +622 shares

    5.28% of the 13F portfolio, value $6,914,269.

    13F-HR 0001085146-24-001588 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-09-30
    13F 124,094 shares
    Change vs previous 13F -3,156 shares

    4.92% of the 13F portfolio, value $5,726,945.

    13F-HR 0001085146-24-001587 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-06-30
    13F 127,250 shares
    Change vs previous 13F not available

    5.2% of the 13F portfolio, value $6,721,321.

    13F-HR 0001085146-24-001586 filed by EXECUTIVE WEALTH GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).